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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,385 | $110,379-78.8% | $102,412-77.2% | $145,884-84.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 15.14% | 24.84%-9.7pp | 24.94%-9.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $15,005 | $4,216+255.9% | $3,870+287.7% | $4,662+221.8% |
| Participant deferral / active EE | $20,141 | $5,622+258.3% | $5,060+298.0% | $6,690+201.1% |
| Admin fee / account holder | $1,352 | $9,745-86.1% | $8,388-83.9% | $13,392-89.9% |